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Runner: Upload new records to Salesforce

  1. In each column of the worksheet, enter the data you want to upload. Studio for Salesforce has tools that can help:
    • If a column heading includes List of Values, click List of Values on the ribbon, choose a value for that field, and then click Copy.
    • If a column heading includes Look Up, click Look Up on the ribbon, type text in the Search box to look for the values, select the value or values that you want, and then click Copy to Selected Row. The % character is a wildcard character.

    Tips:
    If you do not see column headings on the data sheet, or if you added a new sheet, click Write Headers.

    Type a single quotation mark (‘) before values that start with 0, such as a ZIP/Postal codes.

  2. Confirm or enter the values for Start Row, End Row (0 means all rows that contain information), Log Column, and ID Column.
  3. Click Save on the Quick Access Toolbar, and save the data file.
  4. Click Data Validation.

    Salesforce checks the data for missing or invalid items and returns a message for each record in the Data Validation column.

    Note: You can validate the data even when you are not logged in to Salesforce.

  5. Click Run, and then click one of the following:
    • Run Specified Range
    • Run Validated Rows
    • Run Error Rows Only
    • Run Unprocessed Rows Only
    • Run Selected Rows Only
  6. If prompted, log in to Salesforce.
  7. Studio for Salesforce uploads the data from the worksheet into Salesforce.